SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)1,206,364,435.0
- RAUM (discretionary)1,011,257,733.0
- Actionable assets1,126,945,830.0
- Accounts (total)1,534.0
Institutional Clients
- Government AUM—
- Pension AUM150,968,464.0
- Charitable AUM—
- HNW AUM975,977,366.0